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Bonzo Onboarding Chapters
Bonzo Onboarding Chapters

Videos showing you and your team how to dial in and supercharge your Bonzo account πŸ’ͺ🏼

Updated over a week ago

Welcome to Bonzo!

Bonzo Chapters, your Personal Guide for Setting up and Dialing in Your Account πŸ’ͺ🏼


In this article are links to 10 Chapters we've created geared towards your Bonzo success. Each chapter contains videos created specifically to help you and your team get launched on the platform and seeing and feeling the full power that Bonzo has to offer. πŸ’ͺ🏼


This introductory chapter offers an insightful overview of our platform's mission, the transformative power of conversations, the unique role of Communication Tokens, and the comprehensive support available through our Resource Center.


The "People" tab in Bonzo is your go-to for managing your contact database. Here, you can import, label, and organize contacts, making it easy to take action based on your business needs. Key features include importing contacts, tagging for categorization, sharing with team members, and applying filters to streamline workflow.


This chapter introduces key aspects of managing your Bonzo account, focusing on maintaining security, customizing notifications, personalizing outreach using merge tags, managing your signature, integrating email, refining company settings, and setting team permissions for optimal account use and security.


This chapter provides a comprehensive overview of Bonzo's telephone functionality, detailing how to make calls effortlessly, and highlighting the ability to answer and dial directly from your mobile device, offering a seamless integration for on-the-go communication.


In this chapter, learn how to integrate other software and platforms with Bonzo. From Lead Gen tools to LOS Systems and tracking software, each integration that you connect will ensure that Bonzo is tailored specifically for your business.


In this chapter, you'll learn how to effectively use Bonzo for your campaigns, starting with an introduction to campaign fundamentals. You'll discover how to craft campaigns using Bonzo Templates for efficiency, and how to create messages that are concise, contextual, and creative.


In this chapter, learn how Bonzo's Pipelines can help you create a seamless journey for your contacts from inquiry to closing. Access exclusive templates, personalize each stage, and track progress, ensuring timely communication and personalized engagement at every step.


In this chapter, learn how to utilize these three powerful features: Tasks, Videos, and Team Chat. With Tasks, users can efficiently manage their workload by creating, organizing, and tracking tasks across different screens.


In this chapter, learn how Bonzo Ads Manager (BAM), simplifies Facebook advertising with a creation and management tool integrated directly into our platform. With customizable templates like "Promote Your Brand" and "Create a Mortgage Ad," BAM caters to various advertising needs. BAM offers a user-friendly interface, including a dashboard, program management, and asset organization for seamless ad creation.


Learn about Member Success, designed with the purpose of taking the strategies from the top 1% of Bonzo users and bring them to you. Included is 1:1 training and strategy from a Bonzo Member Success Advisor, an array of exclusive content and resources, and additional monthly tokens to help you separate yourself from the competition.

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